Jin10数据6月25日讯，摩根士丹利预计，La Reserva Federal (FED)将在2026年进行七次降息，从2026年3月开始，最终 Tasa de interés将降至2.5%至2.75%。La Reserva Federal (FED)联邦基金 Tasa de interés Tasa de interés目前为4.25%-4.5%，较大摩的最终 Tasa de interés预期高175个punto base（25个punto base7）。根据La Reserva Federal (FED)6月的点阵图，La Reserva Federal (FED)预期2025年将有两次降息，而大摩预期2025年没有降息；La Reserva Federal (FED)预期2026年降息一次，大摩预期2026年降息七次。

Gate News bot informa, según Jin10, el presidente de La Reserva Federal (FED), Powell, fue preguntado durante su testimonio ante el Congreso si estaba preparado para bajar las tasas nuevamente en la próxima reunión de julio, a lo que Powell respondió: "No quiero señalar a una reunión en particular, no creo que necesitemos apresurarnos."

El presidente de La Reserva Federal (FED), Jerome Powell, dijo el martes que los legisladores le dijeron en privado que La Reserva Federal (FED) estaba "haciendo lo correcto" en Tasa de interés, a pesar de las acusaciones de Trump de que Powell y La Reserva Federal (FED) no redujeron las tasas de interés, en House Servicios Durante el testimonio de la comisión financiera, se le preguntó a Powell si había escuchado de personas "bipartidistas" que Tasa de interés debería caer.

OdailyOdailyNoticias diarias Cuando se le preguntó si La Reserva Federal (FED) estaba preparada para volver a bajar las tasas en la próxima reunión de julio, el presidente de La Reserva Federal (FED), Powell, se negó a responder esa pregunta durante su testimonio ante el Congreso. Powell dijo: "No quiero señalar a una reunión en particular. No creo que necesitemos apresurarnos." El congresista republicano Mike Lawler presionó a Powell sobre por qué La Reserva Federal (FED) no opta por bajar las tasas a pesar de la desaceleración de la inflación, lo que coincide con las críticas del presidente Trump al presidente de La Reserva Federal (FED). (Jin10)

ChainCatcher 消息，据Jin10报道，La Reserva Federal (FED)主席鲍威尔表示，通胀可能不会如预期那样强劲。如果情况如此，意味着可能会提前降息。

Fitch Ratings forecasts that the global economy will slow to 2.3%, with the US economy forecasted to be lowered to 1.7%. Tariff increases will lead to pump prices for American consumers, a decrease in real wages, an increase in business costs, and increased policy uncertainty affecting corporate investment. It is expected that the tariff impact will raise inflation by 1% in the United States, and the Federal Reserve is expected to delay easing policies until the fourth quarter of 2025. The Fed is expected to cut interest rates once this year and three more times in 2026.

La tasa de inflación en los Estados Unidos cayó en febrero, pero los economistas de Nomura Securities creen que la Reserva Federal no bajará las tasas. La inflación PCE subyacente fue más fuerte de lo esperado, lo que llevó a Nomura a elevar su pronóstico al 0.32%. Consideran que los sólidos datos del IPC respaldan la decisión de la Reserva Federal de no reducir las tasas e indican que la presión inflacionaria podría llevar a una postura más agresiva.

Odaily星球日报讯 Traders still expect the Fed to cut interest rates by about 75 punto base this year. (Golden Ten)

Golden Finance reported that Nomura Securities stated that the European Central Bank is expected to only implement a 25 basis point rate cut once this year. Previously forecasted two rate cuts, each by 25 basis points. (Jinshi)

Golden Finance reported that Federal Reserve Governor Waller stated that not all tariffs will be passed on to consumers; the current policy of the Federal Reserve still has restrictions, the Federal Reserve can cut interest rates for positive and negative reasons, and still believes that there is a good prospect for interest rate cuts. Waller stated that he does not think it is necessary to cut interest rates in March, and the Fed may cut interest rates after March; the median expectation of two rate cuts in 2025 still remains reasonable.

Goldman Sachs reported that it is expected that the European Central Bank's benchmark interest rate will reach 2% by June. It is expected that the Central Bank will not cut interest rates in July, while the previous forecast was a cut of 25 basis points. (FX168)

Saudi Aramco announced a cut in dividends, expected to be $85 billion in 2025, compared to $124 billion last year. This move will have an impact on filling the Saudi budget deficit and is seen as a measure to alleviate financial pressure. Saudi Aramco's dividend distribution has always been closely followed, especially against the backdrop of economic reforms by the Saudi government. The company's net debt position indicates that excessive payouts have already affected the balance sheet.

Galaxy Securities pointed out that in 2025, the orientation of monetary policy will shift towards moderately loose, with a total or cumulative adjustment of policy interest rates by 30-40 basis points, guiding the 5-year LPR to decline by 40-60 basis points. The interest rate cut window may open after the second quarter when the Fed is expected to cut interest rates, and RRR cuts and reverse repurchase will release liquidity, supporting credit expansion. It is predicted that the fluctuation range of the 10-year government bond yield in 2025 will be 1.5%-1.9%, with the Central Bank reducing by 40 basis points throughout the year, 1.64% may be a reasonable level. The exchange rate of the US dollar against the Renminbi may fluctuate around 7.3.

Golden Finance reported that Bosstic of the Federal Reserve expects the Fed to cut interest rates twice this year. Many things may happen in the future, leading to an increase or decrease in the rate cut magnitude. The current Indicador de referencia interest rate is in a moderately tight state compared to the neutral interest rate of 3%-3.5%. Due to the upcoming policy changes, economic slowdown is a major concern, but businesses anticipate a stable year in 2025. So far, the economy continues to show resilience.

Goldman Sachs report indicates that the downward adjustment of Huahong Semiconductor's future profit forecast is mainly affected by pricing pressure and increased depreciation and amortization. The performance per share forecast for 2024 is reduced by 1%, and for 2027-2029 by 3%. The revenue forecast is lowered by 5%-0%, the gross profit margin is reduced by 2 to 0 percentage points, and the operating profit is lowered by 11%-33%. The net income is expected to change slightly, with the target price cut to 31 Hong Kong dollars and the rating revised from 'buy' to 'neutral'.

Golden Finance reported that Fed's Logan stated that if the labor market remains strong, good inflation data does not necessarily mean that the Fed can cut interest rates. Even with better inflation data, interest rate changes should be handled with caution; inflation data in the next few months will be very important; attention should also be paid to geopolitical and policy changes; carefully observing the impact of these factors on the economy.

Golden Finance reported that Barclays analysts still expect the Fed to cut interest rates once this year. They stated in a client report, "Currently, the risk tends to be that the Fed will not cut interest rates this year. We to some extent pay more attention to the non-benchmark scenario of interest rate hikes entering the discussion." (Jinshi)

Golden Finance reported that traders have adjusted the next Fed rate cut from September to December.

Odaily Planet Daily News Federal Reserve Chairman Powell began a two-day congressional hearing on Tuesday. According to CME's 'Fed Watch' data, the probability of a 25 basis point rate cut by the Fed in March is 6.5%, while the probability of no change is

India expects the Banco Central to cut interest rates again in April, shifting the focus to subir. The recent economic subir has been sluggish, with inflation close to the target. The expected policy repo rate will be reduced from 6.25 to 5.5%.

Odaily Daily Planet News, Vice Chairman Jefferson of the Federal Reserve said that even if the interest rate is cut by 100

El informe de investigación de CITIC Securities considera que el sector de IDC está experimentando un alto nivel de actividad, las empresas de IDC en los Estados Unidos están expandiéndose rápidamente, y tanto el rendimiento como la valoración son factores que respaldan continuamente esta zona. Factores como la reducción de las tasas de interés y la inteligencia artificial traerán más catalizadores positivos, y GenAI y la reducción de las tasas de interés brindarán oportunidades alcistas para la zona de IDC en el mercado de valores de los Estados Unidos. Se recomienda seguir a las empresas líderes en el sector de IDC que están vinculadas a las principales empresas tecnológicas y a las empresas que se están transformando para atender a clientes de alta gama en Profundidad.

Goldman Sachs and Citibank expect the Federal Reserve to lower interest rates twice this year, while Morgan Stanley predicts only one interest rate cut of 25 basis points. The tariff policy has brought uncertainty, and the Chairman of the Federal Reserve has stated that further reductions in borrowing costs will depend on whether progress can be made in dropping them.

Deutsche Bank predicts that the European Central Bank will cut interest rates again on January 30, lowering the deposit interest rate by 25 basis points to 2.75%. The European Central Bank is expected to gradually reduce interest rates at its four monetary policy meetings in the first half of 2025, with interest rates reaching 2% before mid-year. The decision of the European Central Bank will be based on factors such as the economy being below trend levels, inflation slightly below target, and facing downside risks.

Varias bancos en Canadá han predicho que el Banco Central de Canadá reducirá las tasas de interés en 25 puntos base en el futuro cercano. Debido a la incertidumbre económica y factores como los aranceles impuestos por el gobierno de Trump a Canadá, es probable que la reducción de tasas futuras siga siendo de 25 puntos base. Al mismo tiempo, el Banco Central podría ver un aumento leve en los datos de inflación en los próximos meses y adoptará un enfoque gradual para reducir las tasas, disminuyendo 25 puntos base en cada reunión, lo que podría resultar en una disminución del dólar canadiense.

Goldman Sachs predicts that the UK's mid-term CPI outlook will soften, due to the subir in the economy, the slowing subir of household income, and the escalating trade tensions that may drag down economic activity, among other reasons. It is expected that the UK's Central Bank will accelerate the pace of interest rate cuts, with a 25 basis point cut at the February meeting, and the interest rate of the UK's Central Bank will drop to 3.25% by mid-2026.

Jinshi Data News on January 21, according to foreign media analysis reports, the yen once fell sharply against the US dollar by more than 100 points during the Asian session. Trump's tariff remarks triggered a significant rebound in the US dollar, which was a key factor in the yen's decline. However, the change in global risk sentiment provided some support for the safe-haven yen. In addition, the Bank of Japan's firm expectations of an interest rate hike at the monetary policy meeting later this week also helped to limit any significant depreciation of the yen. At the same time, the continuous rise in bets on a rate cut by the Federal Reserve has caused a recent decline in US Treasury yields. This has led to a narrowing of the US-Japan interest rate differential, hindering traders from making aggressive bearish bets on the yen and limiting the positive trend of the US dollar against the yen during the session.

Golden Finance reported that Citi stated that the Reserve Bank of Australia is expected to stay put in February and cut interest rates for the first time in May. It is expected to cut interest rates by a total of 75 punto base this year. (Jinshi)

Odaily Planet Daily News According to Collins, the Federal Reserve, the current outlook requires a gradual and patient approach to interest rate cuts, supporting the rate cut in December last year, but this is a critical decision. The Federal Reserve is not following a predetermined path, policy is in good shape, the current economic outlook is consistent with the Fed's forecast in December, and inflation is expected to be higher than recent levels. The rate cut in December provides protection for the labor market, and the economy is returning on a gradual and asynchronous trajectory.

Según un informe de los economistas de Barclays después de la publicación de los datos de inflación en diciembre, el Banco Central de Tailandia podría recortar las tasas de interés dos veces este año. Dado que la inflación está dentro del rango objetivo del 1% al 3% establecido por el Banco Central de Tailandia, Barclays cree que seguirá manteniendo un equilibrio entre el crecimiento económico y la estabilidad financiera a través de su política monetaria. Es poco probable que el Banco Central recorte las tasas de interés muchas veces ni que las reduzca por debajo del 1.75%, ya que tiende a mantener un margen de maniobra en su política y mantener las tasas lo suficientemente altas como para evitar acumulación de riesgos para la estabilidad financiera. Barclays considera que el 1.75% es el punto final de este ciclo de tasas de interés. El Banco Central de Tailandia ha destacado los riesgos al alza causados por la incertidumbre global, pero una vez que se aclare la situación de los aranceles comerciales de Estados Unidos, es probable que estos riesgos disminuyan.

Odaily Daily Planet News HSBC Bank said it still expects the Federal Reserve to cut interest rates by 75 basis points in 2025.

Odaily Daily Planet News The US PCE and Core PCE data are all lower than expected. Traders continue to bet that the Fed will pause rate cuts in January and increase bets that the Fed will cut rates in March. Expected 10

Odaily Planet Daily News, Morgan Stanley: It is expected that the Federal Reserve will cut interest rates twice in 2025, each time by 25 basis points, while the previous forecast was for three 25s.

Odaily planet daily news According to CME's "Fed Watch", the probability that the Fed will maintain the current interest rate until December is 2.9%, and the probability of a cumulative 25 basis point rate cut has risen to 97.1%, up 1.1 from last Saturday.

Odaily Planet Daily News. According to the research report of Dongwu Securities, we expect that the FOMC will cut interest rates by 25bps to [4.25, 4.5]% in December. The new dot plot may raise the policy interest rate guidance for 2025 by 25-50bps. Chairman Powell of the Federal Reserve may give more hints of pausing rate cuts in the press conference, weakening the market's expectation of a rate cut in January next year. Mirando hacia adelante, esperamos que la Reserva Federal de EE. UU. recorte las tasas de interés en 25 puntos básicos en marzo y junio de 2025, respectivamente, pero 25 H2

1. Barclays: expects a decrease of 25 base points in interest rates and will no longer use the term 'restrictive enough', stating that it may reiterate data dependency. It is expected to continue lowering interest rates by 25 base points until June next year. 2. HSBC: expects a decrease of 25 base points in interest rates and is unlikely to lower it by 50 base points. The term 'restrictive enough' may be changed to 'gradually remove restrictions if the outlook and forecast align'. 3. Nordea: expects a decrease of 25 base points in interest rates and may remove the term 'ensure restrictive enough interest rate policies when necessary'. Economic and inflation forecasts for next year are expected to be revised downwards. 4. ING: expects a decrease of 25 base points in interest rates and may soften the term 'maintain sufficiently restrictive policies as long as necessary'. The latest forecast shows that the inflation target will be reached earlier next year. 5.

1. El miembro de la junta directiva del Banco Central de Europa, Negre, tiende a reducir gradual y cautelosamente las tasas de interés. 2. El miembro de la junta directiva del Banco Central de Europa, Machlouf, tiende a actuar con cautela cuando se le preguntó si reduciría las tasas de interés en 50 puntos base. 3. El economista jefe del Banco Central de Europa, Lane, tiene razones para seguir reduciendo las tasas de interés en diciembre, y la política de flexibilización continuará en los próximos meses. 4. El miembro de la junta directiva del Banco Central de Europa, Holzmann, cree que es posible una reducción moderada de las tasas de interés en diciembre, y es probable que se reduzcan 25 puntos base en diciembre en lugar de 5. El miembro de la junta directiva del Banco Central de Europa, Vujcic, considera más apropiado tomar medidas de aumento de tasas ligeras en el contexto de incertidumbre y no cree que la decisión de diciembre sea difícil de tomar. 6. La presidenta del Banco Central de Europa, Lagarde, espera que la inflación en el cuarto trimestre suba temporalmente y luego disminuya el próximo año. No hemos comprometido previamente una trayectoria específica de tasas de interés.

Odaily Planet Daily News The latest US inflation data has strengthened the bet on the Fed's rate cut again, and BTC has once again broken through $100,000. The prospect of a loose monetary environment has eased investor sentiment, driving the Nasdaq 100 stock index, dominated by technology stocks, to a historic high. El responsable de UTXO Management, Henry Elder, dijo: "El mercado prefiere ver una tasa de inflación que cumpla con las expectativas". Agregó que los operadores están tratando de averiguar si $100,000 es un límite superior o inferior. Desde la victoria de Trump en las elecciones presidenciales de Estados Unidos el 5 de noviembre, el BTC ha subido alrededor del 50%, con una entrada neta de aproximadamente 11 mil millones de dólares en el ETF de BTC de EE. UU. durante este período, mientras que el ETF de Ethereum ha atraído 24

1. Goldman Sachs: se espera una reducción de 50 punto base en las tasas de interés, la desaceleración económica, el aumento de la tasa de desempleo y los datos del PIB del tercer trimestre por debajo de lo esperado, todos refuerzan las razones para la flexibilización de la política. 2. Banco de Canadá: se espera una reducción de 50 punto base en las tasas de interés, debido a un contexto económico débil, un aumento de un punto entero en la tasa de desempleo en comparación con hace un año, y las tasas de interés siguen siendo muy altas. 3. Banco de Montreal: se espera una reducción de 50 punto base en las tasas de interés, el Banco Central de Canadá no está muy preocupado por el resurgimiento del riesgo inflacionario debido a políticas de flexibilización agresivas, sino que está preocupado por la insuficiencia de medidas de flexibilización. 4. ING: se espera una reducción de 50 punto base en las tasas de interés, mientras que una reducción más conservadora de 25 punto base podría interpretarse como preocupación sobre si la Reserva Federal de EE. UU. flexibilizará su política. 5. Mitsubishi UFJ: se espera una reducción de 50 punto base en las tasas de interés, debido a la debilidad del mercado laboral. Posición larga en el dólar canadiense con un objetivo de 1.4550, las divergencias en las políticas respaldan la continuación del declive del dólar canadiense. 6.

BlackRock predicts that the AI craze will continue to drive the US stock market pump, supporting broad economic growth, but the rise in US Treasury yields may threaten the forecast for 2025. The US stock market may benefit more from AI technological innovation than European stocks. The US economy may cool next year, but the Fed may not be able to cut interest rates significantly, as inflation is above the Central Bank target. Interest rates will not drop from 4.5%-4.75% to below 4%. Continued price pressures from infrastructure spending and geopolitical divisions may put pressure on the bond market.

Según Golden Finance, JPMorgan estima que el Banco Central de Europa reducirá los tipos de interés en 50 puntos base en diciembre, antes de lo previsto en enero de 2025. (Jinshi)

Goldman Sachs Group said that Asian central banks will proceed cautiously with loose monetary policies due to the risk of a strong dollar and tariffs imposed by the Trump administration. Goldman Sachs said the Bank of Korea will not further cut interest rates this week, while the Indonesian government warned that the space for lowering borrowing costs has narrowed due to the political situation in the United States. The movements of the Bank of Korea will be closely followed as it is the world's fourth largest economy and the economies of Asian countries are highly dependent on the global economic landscape.

Odaily Star Planet News According to a recent survey by foreign media, most economists expect the Fed to continue to cut interest rates next month, but due to policies proposed by President-elect Trump, inflation may rise, and the rate cut in 2025 will be smaller than their expectations a month ago. Las políticas planificadas por Trump, incluyendo el aumento de aranceles y reducción de impuestos, han llevado a que las expectativas de recorte de tasas de la Reserva Federal a finales de 2025 se reduzcan casi a la mitad, cayendo a alrededor de 75 puntos base. La valoración del mercado muestra que la probabilidad de recorte en diciembre ya no es suficiente.

Nomura Securities becomes the first broker globally to imply the end of the interest rate cut cycle by the Fed. The broker expects the Fed to cut interest rates by 25 basis points only at the meetings in March and June 2025, keeping the federal funds interest rate unchanged at 4.125% until next year. In contrast, other brokers still expect the Fed to cut interest rates by 25 basis points at the next month's meeting.

Odaily Planet Daily News, Guolsby of the Federal Reserve said that as long as inflation continues to decline towards the Fed's target of 2%, interest rates will drop significantly in the next 12-18 months. However, Guolsby agrees with Fed Chairman Powell's view that policymakers are not in a hurry to cut interest rates. Guolsby said, 'As long as we continue to move towards the 2% inflation target, in the next 12 to 18